Task list

Love Pipedrive!!  Would be incredibly useful to be able to create a checklist of activities to do within deals / people / or organizations.  Rather than having to create a list within Activity -> Notes....would be much easier to have a built in checklist functionality.  Thanks

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  • Mike van der Valk
    Mike van der Valk Posts: 4,386 PIPEDRIVE PRODUCT MANAGER
    2500 Comments Third Anniversary 25 Likes First Answer
    edited February 24 #2

    Thanks @Raul Rizo-Patron I'll share this with our team. One thing you could explore in the meantime is to set up a workflow automation that automatically adds specific sets of activities to a deal when it enters a certain stage in the pipeline.

  • I concur - leaving a checklist in a task notes or descriptions isn't editable enough and turns out messy. I would LOVE the ability to add a checklist or a workflow to add a NOTE that had a checklist.

  • Lindsey Inman
    Lindsey Inman Posts: 2
    edited January 11 #4

    Thanks @Raul Rizo-Patron I'll share this with our team. One thing you could explore in the meantime is to set up a workflow automation that automatically adds specific sets of activities to a deal when it enters a certain stage in the pipeline.

    Mike,

    Is there video training on how to do this?

  • Mike van der Valk
    Mike van der Valk Posts: 4,386 PIPEDRIVE PRODUCT MANAGER
    2500 Comments Third Anniversary 25 Likes First Answer
    edited January 11 #5

    Thanks @Raul Rizo-Patron I'll share this with our team. One thing you could explore in the meantime is to set up a workflow automation that automatically adds specific sets of activities to a deal when it enters a certain stage in the pipeline.

    Hi @Lindsey Inman 

    It's probably best to start with this video. On the Academy where you'll land there are more workflow related videos as well.

    Good luck!